Oldfather Financial Services’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Oldfather Financial Services’s Portfolio AGGM Stock Details AGGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,905	Closed	-$291K	–	64
2023 Q3	$291K	Buy	+2,905	New	+$297K	0.15%	51
2022 Q3	–	Sell	-2,302	Closed	-$251K	–	59
2022 Q2	$251K	Sell	2,302 -3	-0.1%	-$326	0.14%	53
2022 Q1	$252K	Buy	+2,305	New	+$269K	0.14%	56

Other funds holding AGGM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oldfather Financial Services's AGGM Position: Q4 2023 in Review

Oldfather Financial Services sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q4 2023, closing a stake of 2,905 shares — an estimated $291K sold.

Oldfather Financial Services first reported a position in AGGM in Q1 2022 and held it in 3 quarters. The position peaked at $291K in Q3 2023. 83 funds tracked by Wall St. Rank hold AGGM as of Q4 2023.

Oldfather Financial Services reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Oldfather Financial Services sold 2,905 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q4 2023, an estimated $291K.
Oldfather Financial Services first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2022 and held it in 3 quarters.
Oldfather Financial Services's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $291K in Q3 2023.
83 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q4 2023.

Based on Oldfather Financial Services's 13F filing for Q4 2023, filed 16 Jan 2024.